PCWAX Mutual Fund

PCWAX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+1.72%
3 Months
+1.44%
6 Months
+3.60%
YTD
+3.60%
1 Year
+6.14%
3 Years (annualized)
+7.94%
5 Years (annualized)
+2.52%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PCWAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Credit Bond Index(^BBCRB)
This Mutual Fund (YTD)
+3.60%
Peer Avg (YTD)
+2.93%
vs Peers
+0.68%

PCWAX Mutual Fund Performance

PCWAX performance across multiple time periods: 1-month 1.72%, YTD 3.60%, 1-year 6.14%, 3-year 7.94%, 5-year 2.52%, 10-year 3.94%.

PCWAX returns outperform the peer average of 2.93% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

PCWAX vs another fund shows side-by-side returns. PCWAX alternatives are available in the Mutual Fund Screener.